Lord Abbett Inflation Focused’s unique approach to inflation protection is one of the most aggressive ones in its peer group. The strategy’s cheaper share classes earn a Morningstar Analyst Rating of Neutral, while a higher price tag justifies a Negative rating for the remaining share classes.
Lord Abbett Inflation Focused R3 LIFRX
NAV / 1-Day Return
12.23
/
0.07
%
Total Assets
4.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.940%
Expense Ratio
0.940%
Fee Level
Below Average
Longest Manager Tenure
11.05
years
Category
Inflation-Protected Bond
Credit Quality / Interest Rate Sensitivity
Medium / LimitedMin. Initial Investment
0
Status
Open
TTM Yield
1.99%
Effective Duration
2.25
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will LIFRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LIFRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the LIFRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of LIFRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Investors seeking inflation protection have better options elsewhere.
